Q
Quant'AbondanceL'abondance, quantifiée.

Actualités

Uniquement les titres à fort signal - événements macro, résultats, M&A, régulation. Listicles et clickbait d'analystes filtrés par défaut. Rafraîchi toutes les heures.

26,818 signal articles · 44 in last 24h · 129,020 total before filter · latest 2h ago
44last 24h
1295last 7d
202● bullish (7d)
131● bearish (7d)
206publishers
AllMacro290Earnings510M&A88Regulatory20Product12Analyst17
✕ clear all filtersticker: NVDASentiment:bullishneutralbearish✓ showing all (incl. clickbait)
Trading Day: Yields squeeze stocks
Reuters103d agoneutral
Trading Day: Yields squeeze stocks

By Jamie McGeever ORLANDO, Florida, May 18 (Reuters) - Stocks mostly retreated on Monday as a deepening global bond rout drove yields to historic highs, darkening the economic outlook and casting a

CIO touts 'AIR 7' as AI-heavy alternative to 'Magnificent 7'
Reuters Videos103d agoneutralVIDEO
CIO touts 'AIR 7' as AI-heavy alternative to 'Magnificent 7'

<body><p>STORY: "I just continue to question whether or not the 'Mag 7' has as big an influence on the stock market returns as they did in previous years," Mahn said.</p><p>He therefore turned his focus to the "AIR 7," which Mahn said stands for "AI Revolution 7," a "stock basket" that spans memory and chip production, as well as data center owners, coolers and power providers.&nbsp;</p><p>Mahn's "AIR 7" stocks include Taiwan Semiconductor, Micron Technology, Digital Realty, Vertiv Holdings and American Electric Power. Two of the Magnificent 7 stocks, Nvidia and Alphabet, round out his "AIR 7" picks.</p></body>

Here’s What the Street Thinks About ​NVIDIA Corporation (NVDA)
Insider Monkey103d agoneutral
Here’s What the Street Thinks About ​NVIDIA Corporation (NVDA)

​NVIDIA Corporation (NASDAQ:NVDA) is one of the Best Stocks to Invest in For 5 Years According to Billionaires. NVIDIA Corporation (NASDAQ:NVDA) is set to release its fiscal Q1 2027 earnings on May 20. The Street is bullish on the stock as 91% of the 61 analysts covering the stock have maintained a Buy rating. Moreover, […]

Tesla’s 18.97% Weight in XLY Explains Why It Beat VCR by 9 Points in Five Years
24/7 Wall St.103d agobullish
Tesla’s 18.97% Weight in XLY Explains Why It Beat VCR by 9 Points in Five Years

The Vanguard Consumer Discretionary ETF (NYSEARCA:VCR) and the Consumer Discretionary Select Sector SPDR Fund (NYSEARCA:XLY) track US consumer discretionary stocks, both are market-cap weighted, and both hold Amazon (NASDAQ:AMZN) and Tesla (NASDAQ:TSLA) as anchor positions. The decision between them hinges on one factor: how much Tesla you want to own. What each fund is actually ... Tesla’s 18.97% Weight in XLY Explains Why It Beat VCR by 9 Points in Five Years

Visa vs Mastercard. The Numbers Just Told Us Which Network Is Pulling Away
24/7 Wall St.103d agoneutral
Visa vs Mastercard. The Numbers Just Told Us Which Network Is Pulling Away

Visa (NYSE:V) and Mastercard (NYSE:MA) just closed the books on calendar Q1 2026, and both networks beat expectations while pulling toward different strategic frontiers. Visa is selling itself as a “payments hyperscaler”. Mastercard is leaning into agentic commerce and stablecoins. The same swipe economy, two very different bets on what comes next. Data Processing Carries ... Visa vs Mastercard. The Numbers Just Told Us Which Network Is Pulling Away

Nvidia CEO says he believes China market will open over time
Reuters103d agoneutral
Nvidia CEO says he believes China market will open over time

Nvidia CEO ‌Jensen Huang said on ‌Monday that he believes China's market ​will open up to U.S. chip suppliers after accompanying U.S. President Donald Trump on ‌a trip ⁠to China last week. Nvidia has received licenses from ⁠the U.S. government to sell its H200 chips ​but has ​not received ​approval from ‌Chinese officials who are fostering China's own chip suppliers. Trump's talks with Chinese President Xi Jinping produced no immediate ‌breakthrough for Nvidia ​to sell H200 ​chips.

PepsiCo’s Next Big Rally Could Be Just Getting Started
24/7 Wall St.103d agobullish
PepsiCo’s Next Big Rally Could Be Just Getting Started

PepsiCo (NASDAQ:PEP) is trading at $149.27 as of May 13, 2026, down 4.29% over the past week despite a strong Q1 earnings report. Our 24/7 Wall St. price target for PepsiCo is $175.82, implying 17.79% upside over the next 12 months. The recommendation is buy, with a high confidence reading of 90%. 24/7 Wall St. ... PepsiCo’s Next Big Rally Could Be Just Getting Started

Three Biotechs That Are Top Takeover Targets
24/7 Wall St.103d agoneutral
Three Biotechs That Are Top Takeover Targets

Eli Lilly (NYSE:LLY) is the stock everyone wants to talk about, and the reasons are obvious: Mounjaro revenue jumped 125% to $8.66 billion last quarter, the company raised full-year revenue guidance to $82 to $85 billion, and the market cap now sits at roughly $881.8 billion. But here’s what you should actually be watching. The ... Three Biotechs That Are Top Takeover Targets

Buy TSM Below $400
24/7 Wall St.103d agobullish
Buy TSM Below $400

Taiwan Semiconductor Manufacturing (NYSE:TSM) at $404.35 looks attractive on weakness below $400 based on the setup discussed below. The stock has already touched $386.12 on May 12 and $391.47 on May 13 before bouncing back, and the setup heading into summer suggests sub-$400 prints look like an opportunity. TSMC fabricates the world’s most advanced logic ... Buy TSM Below $400